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Invesco Semiconductors ETF (PSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares504,621 from 491,416
Change+13,205 (+3%)
Value$76.9M (-$15.4M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares408,708 from 458,708
Change-50,000 (-11%)
Value$62.3M (-$23.8M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares96,563 from 13,249
Change+83,314 (+629%)
Value$14.7M (+$12.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares86,488 from 73,160
Change+13,328 (+18%)
Value$13.2M (-$554.0K)
Filed 2026-11-02
Arlington Capital Management Inc
NEW
Shares76,607
Change+76,607
Value$11.7M
Filed 2026-10-30
Artesa Financial Group, LLC
INCREASED
Shares65,225 from 65,177
Change+48 (+0%)
Value$9.9M (-$2.3M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares46,997 from 51,607
Change-4,610 (-9%)
Value$7.2M (-$2.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares44,272 from 44,415
Change-143 (0%)
Value$6.8M (-$1.6M)
Filed 2026-10-30
BIP Wealth, LLC
INCREASED
Shares25,073 from 24,828
Change+245 (+1%)
Value$3.8M (-$840.3K)
Filed 2026-10-22
M Holdings Securities, Inc.
INCREASED
Shares23,945 from 22,944
Change+1,001 (+4%)
Value$3.2K (-$769)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares20,611 from 16,405
Change+4,206 (+26%)
Value$3.1M (+$61.4K)
Filed 2026-10-16
Keystone Wealth Services, LLC
INCREASED
Shares17,395 from 15,719
Change+1,676 (+11%)
Value$2.6M (-$324.2K)
Filed 2026-11-03
Prospera Financial Services Inc
DECREASED
Shares16,101 from 18,405
Change-2,304 (-13%)
Value$1.9M (-$1.5M)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares15,024 from 2,132
Change+12,892 (+605%)
Value$2.3M (+$1.9M)
Filed 2026-10-27
Simplicity Wealth,LLC
INCREASED
Shares13,755 from 7,295
Change+6,460 (+89%)
Value$2.1M (+$727.1K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares13,287 from 12,711
Change+576 (+5%)
Value$2.0M (-$361.5K)
Filed 2026-11-06
AMI Investment Management Inc
NEW
Shares12,190
Change+12,190
Value$1.9M
Filed 2026-10-27
Financial Management Professionals, Inc.
DECREASED
Shares12,103 from 13,019
Change-916 (-7%)
Value$1.8M (-$599.9K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares11,950 from 11,911
Change+39 (+0%)
Value$1.8M (-$415.1K)
Filed 2026-10-13
Valley Brook Capital Group, Inc.
INCREASED
Shares11,490 from 11,425
Change+65 (+1%)
Value$1.8M (-$394.0K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED
Shares11,075 from 11,200
Change-125 (-1%)
Value$1.7M (-$304.8K)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares9,064 from 8,672
Change+392 (+5%)
Value$1.4M (-$246.8K)
Filed 2026-10-19
Polaris Financial Partners
NEW
Shares8,541
Change+8,541
Value$848
Filed 2026-10-02
J.W. Cole Advisors, Inc.
INCREASED
Shares8,034 from 7,486
Change+548 (+7%)
Value$1.2M (-$181.1K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares7,451 from 7,242
Change+209 (+3%)
Value$1.1M (-$224.2K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares7,431 from 7,386
Change+45 (+1%)
Value$1.1M (-$254.2K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares7,115 from 7,384
Change-269 (-4%)
Value$1.1M (-$302.0K)
Filed 2026-11-06
Berbice Capital Management LLC
INCREASED
Shares6,920 from 5,500
Change+1,420 (+26%)
Value$1.1M (+$22.1K)
Filed 2026-10-13
Millennium Capital Advisors, LLC
DECREASED
Shares6,750 from 6,850
Change-100 (-1%)
Value$1.0M (-$257.4K)
Filed 2026-10-16
Capital Square, LLC
DECREASED
Shares6,641 from 6,830
Change-189 (-3%)
Value$1.0M (-$76.3K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares5,922 from 4,587
Change+1,335 (+29%)
Value$902.9K (+$41.4K)
Filed 2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED
Shares5,785 from 6,036
Change-251 (-4%)
Value$882.0K (-$251.7K)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares5,553 from 5,553
Change0 (0%)
Value$846.7K (-$196.3K)
Filed 2026-10-05
Seek First Inc.
INCREASED
Shares5,486 from 2,104
Change+3,382 (+161%)
Value$836.5K (+$441.3K)
Filed 2026-10-27
Sound Income Strategies, LLC
DECREASED
Shares5,130 from 5,193
Change-63 (-1%)
Value$770.3K (-$205.1K)
Filed 2026-10-09
Oppenheimer & Co Inc
INCREASED
Shares4,953 from 3,294
Change+1,659 (+50%)
Value$755.2K (+$136.5K)
Filed 2026-10-26
Capstone Wealth Management Group, Inc.
INCREASED
Shares4,920 from 4,250
Change+670 (+16%)
Value$750.2K (-$48.1K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares4,394 from 4,405
Change-11 (0%)
Value$670.0K (-$157.4K)
Filed 2026-10-22
McGuire Investment Group, LLC
DECREASED
Shares4,296 from 4,698
Change-402 (-9%)
Value$655.0K (-$227.4K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
DECREASED
Shares4,291 from 4,307
Change-16 (0%)
Value$654.2K (-$154.7K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,063 from 3,377
Change+686 (+20%)
Value$619.5K (-$14.8K)
Filed 2026-10-23
Lebenthal Global Advisors, LLC
DECREASED
Shares4,000 from 4,025
Change-25 (-1%)
Value$609.9K (-$146.1K)
Filed 2026-10-28
Independent Wealth Advisors LLC
UNCHANGED
Shares3,972 from 3,972
Change0 (0%)
Value$605.7K (-$140.4K)
Filed 2026-10-27
SFI Advisors, LLC
UNCHANGED
Shares3,922 from 3,922
Change0 (0%)
Value$598.0K (-$138.6K)
Filed 2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED
Shares3,877 from 3,877
Change0 (0%)
Value$591 (-$137)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares3,707 from 3,718
Change-11 (0%)
Value$565.1K (-$133.1K)
Filed 2026-10-16
Dedeker Financial LLC
UNCHANGED
Shares3,570 from 3,570
Change0 (0%)
Value$544.3K (-$126.2K)
Filed 2026-10-23
Capital Wealth Alliance, LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$533.3K (-$123.7K)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares3,247 from 1,520
Change+1,727 (+114%)
Value$495.1K (+$209.6K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares3,113 from 2,513
Change+600 (+24%)
Value$474.6K (+$2.6K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
INCREASED
Shares3,030 from 2,929
Change+101 (+3%)
Value$462.0K (-$88.1K)
Filed 2026-10-26
Adirondack Capital Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$457.4K (-$106.1K)
Filed 2026-10-09
Wedmont Private Capital
DECREASED
Shares2,999 from 5,742
Change-2,743 (-48%)
Value$450.3K (-$465.2K)
Filed 2026-10-09
Equitable Trust Co
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$455.7K (-$105.7K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares2,981 from 2,870
Change+111 (+4%)
Value$454.6K (-$84.5K)
Filed 2026-10-13
D.A. Davidson & Co.
UNCHANGED
Shares2,928 from 2,928
Change0 (0%)
Value$446.4K (-$103.5K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
DECREASED
Shares2,907 from 7,020
Change-4,113 (-59%)
Value$443.2K (-$875.3K)
Filed 2026-10-21
Golden State Wealth Management, LLC
INCREASED
Shares2,883 from 2,635
Change+248 (+9%)
Value$439.7K (-$55.4K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares2,853 from 2,828
Change+25 (+1%)
Value$435.0K (-$96.0K)
Filed 2026-10-26
Level Four Advisory Services, LLC
INCREASED
Shares2,849 from 2,788
Change+61 (+2%)
Value$434.4K (-$89.3K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares2,794 from 2,793
Change+1 (+0%)
Value$426.0K (-$98.6K)
Filed 2026-11-03
Spire Wealth Management
UNCHANGED
Shares2,675 from 2,675
Change0 (0%)
Value$407.8K (-$94.6K)
Filed 2026-10-30
Advisor OS, LLC
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$395.7K (-$91.7K)
Filed 2026-11-03
NovaPoint Capital, LLC
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$382.9K (-$88.8K)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares2,474 from 2,973
Change-499 (-17%)
Value$377.2K (-$181.2K)
Filed 2026-10-29
Clarus Wealth Advisors
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$336.0K (-$4.5K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$331.8K (-$76.9K)
Filed 2026-10-14
Transcendent Capital Group LLC
UNCHANGED
Shares2,095 from 2,095
Change0 (0%)
Value$319.4K (-$74.1K)
Filed 2026-10-28
Elm3 Financial Group, LLC
INCREASED
Shares2,036 from 1,826
Change+210 (+12%)
Value$310.4K (-$32.5K)
Filed 2026-10-07
Valeo Financial Advisors, LLC
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$310.4K (-$72.0K)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares1,959 from 1,084
Change+875 (+81%)
Value$305.4K (+$116.3K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,939
Change+1,939
Value$295.6K
Filed 2026-11-03
Clark Asset Management, LLC
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$285.9K (-$66.3K)
Filed 2026-10-19
Savant Capital, LLC
INCREASED
Shares1,841 from 1,816
Change+25 (+1%)
Value$280.7K (-$60.4K)
Filed 2026-11-06
Washington Trust Co
UNCHANGED
Shares1,814 from 1,814
Change0 (0%)
Value$276.6K (-$64.1K)
Filed 2026-10-22
Kraft, Davis & Associates, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$232.2K (-$38.7K)
Filed 2026-10-21
Western Financial Corp
DECREASED
Shares1,790 from 2,029
Change-239 (-12%)
Value$272.9K (-$108.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares1,789 from 752
Change+1,037 (+138%)
Value$272.8K (+$131.5K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
INCREASED
Shares1,770 from 1,500
Change+270 (+18%)
Value$269.9K (-$11.9K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,725 from 1,368
Change+357 (+26%)
Value$263.1K (+$6.1K)
Filed 2026-11-03
Visionary Horizons, LLC
INCREASED
Shares1,691 from 1,664
Change+27 (+2%)
Value$258.0K (-$54.7K)
Filed 2026-10-22
Greenleaf Trust
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$230.7K (-$53.5K)
Filed 2026-10-29
Certified Advisory Corp
DECREASED
Shares1,461 from 1,554
Change-93 (-6%)
Value$222.8K (-$69.1K)
Filed 2026-10-29
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$220.0K (-$51.0K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares1,420 from 271
Change+1,149 (+424%)
Value$216.5K (+$165.6K)
Filed 2026-11-03
Andina Capital Management, LLC
DECREASED
Shares1,359 from 1,828
Change-469 (-26%)
Value$207.2K (-$136.1K)
Filed 2026-10-21
Soltis Investment Advisors LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$206.3K (-$47.8K)
Filed 2026-10-28
Wealthcare Capital Partners, LLC
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$205.1K (-$47.5K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares1,321 from 1,427
Change-106 (-7%)
Value$201.4K (-$66.6K)
Filed 2026-10-19
Moneco Advisors, LLC
DECREASED
Shares1,320 from 1,795
Change-475 (-26%)
Value$201.3K (-$135.9K)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares1,026 from 25
Change+1,001 (+4004%)
Value$156.4K (+$151.7K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares944 from 633
Change+311 (+49%)
Value$143.9K (+$25.0K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$141.2K (-$32.7K)
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$139.0K (-$32.2K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$119.1K (-$27.6K)
Filed 2026-10-23
MV Capital Management, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$114.4K (-$26.5K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$99.0K (-$22.9K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
NEW
Shares600
Change+600
Value$93.8K
Filed 2026-10-16
Armstrong Advisory Group, Inc
NEW
Shares507
Change+507
Value$77.3K
Filed 2026-10-09
Valley National Advisers Inc
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$63.6K (-$14.7K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
NEW
Shares335
Change+335
Value$51.1K
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$46.0K (-$10.0K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares248 from 231
Change+17 (+7%)
Value$37.8K (-$5.6K)
Filed 2026-10-15
First Bancorp, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$34.8K (-$8.1K)
Filed 2026-10-26
Go Invest LLC
INCREASED
Shares223 from 218
Change+5 (+2%)
Value$34.1K (-$6.8K)
Filed 2026-10-09
Simplex Trading, LLC
NEW
Shares215
Change+215
Value$32.8K
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares193 from 229
Change-36 (-16%)
Value$29.4K (-$13.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares190 from 180
Change+10 (+6%)
Value$29.0K (-$4.8K)
Filed 2026-10-08
Sage Mountain Advisors LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$29.0K (-$6.7K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares161 from 99
Change+62 (+63%)
Value$24.5K (+$6.0K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares141 from 259
Change-118 (-46%)
Value$21.5K (-$27.1K)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$19.4K (-$4.5K)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares126
Change+126
Value$19.2K
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$18.4K (-$4.3K)
Filed 2026-10-28
Key FInancial Inc
NEW
Shares112
Change+112
Value$17.1K
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.2K (-$2.4K)
Filed 2026-10-30
Asset Dedication, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$305 (-$71)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$153 (-$35)
Filed 2026-10-23
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$152 (-$36)
Filed 2026-11-06
Nilsine Partners, LLC
CLOSED
Shares0 from 17,289
Change-17,289 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-02
Ramiah Investment Group
CLOSED
Shares0 from 12,639
Change-12,639 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 7,170
Change-7,170 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,892
Change-4,892 (-100%)
Value$0 (-$918.8K)
Filed 2026-11-03
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 3,382
Change-3,382 (-100%)
Value$0 (-$635.2K)
Filed 2026-10-26
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 2,844
Change-2,844 (-100%)
Value$0 (-$534.2K)
Filed 2026-10-14
Fulcrum Equity Management
CLOSED
Shares0 from 2,631
Change-2,631 (-100%)
Value$0 (-$494.1K)
Filed 2026-10-21
Focus Financial Network, Inc.
CLOSED
Shares0 from 2,390
Change-2,390 (-100%)
Value$0 (-$448.9K)
Filed 2026-10-14
Sigma Planning Corp
CLOSED
Shares0 from 2,368
Change-2,368 (-100%)
Value$0 (-$444.7K)
Filed 2026-10-23
Davenport & Co LLC
CLOSED
Shares0 from 1,855
Change-1,855 (-100%)
Value$0 (-$348.4K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 1,298
Change-1,298 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-13
Wealth Effects LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-23
Ritholtz Wealth Management
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$225.4K)
Filed 2026-11-05
Wedbush Securities Inc
CLOSED
Shares0 from 1,169
Change-1,169 (-100%)
Value$0 (-$220.0K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 1,137
Change-1,137 (-100%)
Value$0 (-$213.6K)
Filed 2026-10-20
Tactive Advisors, LLC
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$146.1K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$28.2K)
Filed 2026-10-09
Godsey & Gibb, Inc
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$26.3K)
Filed 2026-10-14
Davis Capital Management
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-08
Cornerstone Planning Group LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$29 ($0)
Filed 2026-11-06
HighTower Advisors, LLC
N/A
Shares— from 452,067
Change-452,067 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 427,456
Change-427,456 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 346,221
Change-346,221 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 227,087
Change-227,087 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 180,087
Change-180,087 (-100%)
Value—
UBS Group AG
N/A
Shares— from 147,328
Change-147,328 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 121,790
Change-121,790 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 118,245
Change-118,245 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 111,300
Change-111,300 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 104,303
Change-104,303 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 102,297
Change-102,297 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 95,364
Change-95,364 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 83,876
Change-83,876 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 81,058
Change-81,058 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 76,027
Change-76,027 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 75,435
Change-75,435 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 72,117
Change-72,117 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,311
Change-69,311 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 67,134
Change-67,134 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,037
Change-52,037 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,249
Change-47,249 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 46,122
Change-46,122 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 39,947
Change-39,947 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,117
Change-34,117 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 34,008
Change-34,008 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 27,822
Change-27,822 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,913
Change-24,913 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 21,215
Change-21,215 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 20,015
Change-20,015 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 17,887
Change-17,887 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,690
Change-17,690 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 15,534
Change-15,534 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,163
Change-15,163 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 13,948
Change-13,948 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,944
Change-11,944 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,948
Change-10,948 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,762
Change-10,762 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,251
Change-9,251 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,088
Change-9,088 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
&partners
N/A
Shares— from 8,549
Change-8,549 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,125
Change-8,125 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,542
Change-7,542 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 6,551
Change-6,551 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,372
Change-6,372 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,164
Change-5,164 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,288
Change-4,288 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,889
Change-3,889 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,529
Change-1,529 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 891
Change-891 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 288
Change-288 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 251
Change-251 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 169
Change-169 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29
Change-29 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED504,621491,416+13,205+3%$92.3M$76.9M-$15.4M2026-11-06
Meitav Investment House LTD
DECREASED408,708458,708-50,000-11%$86.2M$62.3M-$23.8M2026-10-28
Kestra Advisory Services, LLC
INCREASED96,56313,249+83,314+629%$2.5M$14.7M+$12.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED86,48873,160+13,328+18%$13.7M$13.2M-$554.0K2026-11-02
Arlington Capital Management Inc
NEW76,607—+76,607——$11.7M—2026-10-30
Artesa Financial Group, LLC
INCREASED65,22565,177+48+0%$12.2M$9.9M-$2.3M2026-10-29
Commonwealth Equity Services, LLC
DECREASED46,99751,607-4,610-9%$9.7M$7.2M-$2.5M2026-11-02
Truist Financial Corp
DECREASED44,27244,415-1430%$8.3M$6.8M-$1.6M2026-10-30
BIP Wealth, LLC
INCREASED25,07324,828+245+1%$4.7M$3.8M-$840.3K2026-10-22
M Holdings Securities, Inc.
INCREASED23,94522,944+1,001+4%$4.0K$3.2K-$7692026-11-03
Concurrent Investment Advisors, LLC
INCREASED20,61116,405+4,206+26%$3.1M$3.1M+$61.4K2026-10-16
Keystone Wealth Services, LLC
INCREASED17,39515,719+1,676+11%$3.0M$2.6M-$324.2K2026-11-03
Prospera Financial Services Inc
DECREASED16,10118,405-2,304-13%$3.5M$1.9M-$1.5M2026-11-04
VestGen Advisors, LLC
INCREASED15,0242,132+12,892+605%$400.4K$2.3M+$1.9M2026-10-27
Simplicity Wealth,LLC
INCREASED13,7557,295+6,460+89%$1.4M$2.1M+$727.1K2026-10-23
PNC Financial Services Group, Inc.
INCREASED13,28712,711+576+5%$2.4M$2.0M-$361.5K2026-11-06
AMI Investment Management Inc
NEW12,190—+12,190——$1.9M—2026-10-27
Financial Management Professionals, Inc.
DECREASED12,10313,019-916-7%$2.4M$1.8M-$599.9K2026-10-23
Independent Financial Group, LLC
INCREASED11,95011,911+39+0%$2.2M$1.8M-$415.1K2026-10-13
Valley Brook Capital Group, Inc.
INCREASED11,49011,425+65+1%$2.1M$1.8M-$394.0K2026-10-26
B. Riley Wealth Advisors, Inc.
DECREASED11,07511,200-125-1%$2.0M$1.7M-$304.8K2026-10-13
Secure Asset Management, LLC
INCREASED9,0648,672+392+5%$1.6M$1.4M-$246.8K2026-10-19
Polaris Financial Partners
NEW8,541—+8,541——$848—2026-10-02
J.W. Cole Advisors, Inc.
INCREASED8,0347,486+548+7%$1.4M$1.2M-$181.1K2026-11-05
Creative Planning
INCREASED7,4517,242+209+3%$1.4M$1.1M-$224.2K2026-11-02
Koshinski Asset Management, Inc.
INCREASED7,4317,386+45+1%$1.4M$1.1M-$254.2K2026-10-29
Kestra Private Wealth Services, LLC
DECREASED7,1157,384-269-4%$1.4M$1.1M-$302.0K2026-11-06
Berbice Capital Management LLC
INCREASED6,9205,500+1,420+26%$1.0M$1.1M+$22.1K2026-10-13
Millennium Capital Advisors, LLC
DECREASED6,7506,850-100-1%$1.3M$1.0M-$257.4K2026-10-16
Capital Square, LLC
DECREASED6,6416,830-189-3%$1.1M$1.0M-$76.3K2026-10-19
Brookstone Capital Management
INCREASED5,9224,587+1,335+29%$861.5K$902.9K+$41.4K2026-10-22
Grimes & Co Wealth Management, LLC
DECREASED5,7856,036-251-4%$1.1M$882.0K-$251.7K2026-10-29
Ferguson Wellman Capital Management, Inc
UNCHANGED5,5535,55300%$1.0M$846.7K-$196.3K2026-10-05
Seek First Inc.
INCREASED5,4862,104+3,382+161%$395.2K$836.5K+$441.3K2026-10-27
Sound Income Strategies, LLC
DECREASED5,1305,193-63-1%$975.3K$770.3K-$205.1K2026-10-09
Oppenheimer & Co Inc
INCREASED4,9533,294+1,659+50%$618.7K$755.2K+$136.5K2026-10-26
Capstone Wealth Management Group, Inc.
INCREASED4,9204,250+670+16%$798.2K$750.2K-$48.1K2026-10-19
Perigon Wealth Management, LLC
DECREASED4,3944,405-110%$827.3K$670.0K-$157.4K2026-10-22
McGuire Investment Group, LLC
DECREASED4,2964,698-402-9%$882.4K$655.0K-$227.4K2026-10-23
Institute for Wealth Management, Llc.
DECREASED4,2914,307-160%$808.9K$654.2K-$154.7K2026-11-06
Kingswood Wealth Advisors, LLC
INCREASED4,0633,377+686+20%$634.3K$619.5K-$14.8K2026-10-23
Lebenthal Global Advisors, LLC
DECREASED4,0004,025-25-1%$756.0K$609.9K-$146.1K2026-10-28
Independent Wealth Advisors LLC
UNCHANGED3,9723,97200%$746.1K$605.7K-$140.4K2026-10-27
SFI Advisors, LLC
UNCHANGED3,9223,92200%$736.6K$598.0K-$138.6K2026-10-30
Ulland Investment Advisors, LLC
UNCHANGED3,8773,87700%$728$591-$1372026-10-13
PFG Advisors
DECREASED3,7073,718-110%$698.2K$565.1K-$133.1K2026-10-16
Dedeker Financial LLC
UNCHANGED3,5703,57000%$670.5K$544.3K-$126.2K2026-10-23
Capital Wealth Alliance, LLC
UNCHANGED3,4983,49800%$657.0K$533.3K-$123.7K2026-10-20
Money Concepts Capital Corp
INCREASED3,2471,520+1,727+114%$285.5K$495.1K+$209.6K2026-11-06
Apollon Wealth Management, LLC
INCREASED3,1132,513+600+24%$472.0K$474.6K+$2.6K2026-10-23
Flagship Harbor Advisors, LLC
INCREASED3,0302,929+101+3%$550.1K$462.0K-$88.1K2026-10-26
Adirondack Capital Advisors, LLC
UNCHANGED3,0003,00000%$563.5K$457.4K-$106.1K2026-10-09
Wedmont Private Capital
DECREASED2,9995,742-2,743-48%$915.5K$450.3K-$465.2K2026-10-09
Equitable Trust Co
UNCHANGED2,9892,98900%$561.4K$455.7K-$105.7K2026-10-13
Signal Advisors Wealth, LLC
INCREASED2,9812,870+111+4%$539.1K$454.6K-$84.5K2026-10-13
D.A. Davidson & Co.
UNCHANGED2,9282,92800%$549.9K$446.4K-$103.5K2026-10-28
Wealthcare Advisory Partners LLC
DECREASED2,9077,020-4,113-59%$1.3M$443.2K-$875.3K2026-10-21
Golden State Wealth Management, LLC
INCREASED2,8832,635+248+9%$495.1K$439.7K-$55.4K2026-11-02
Park Avenue Securities LLC
INCREASED2,8532,828+25+1%$531.0K$435.0K-$96.0K2026-10-26
Level Four Advisory Services, LLC
INCREASED2,8492,788+61+2%$523.7K$434.4K-$89.3K2026-11-06
StoneX Group Inc.
INCREASED2,7942,793+1+0%$524.6K$426.0K-$98.6K2026-11-03
Spire Wealth Management
UNCHANGED2,6752,67500%$502.4K$407.8K-$94.6K2026-10-30
Advisor OS, LLC
UNCHANGED2,5952,59500%$487.4K$395.7K-$91.7K2026-11-03
NovaPoint Capital, LLC
UNCHANGED2,5112,51100%$471.6K$382.9K-$88.8K2026-10-22
Integrity Alliance, Llc.
DECREASED2,4742,973-499-17%$558.4K$377.2K-$181.2K2026-10-29
Clarus Wealth Advisors
UNCHANGED2,2502,25000%$340.5K$336.0K-$4.5K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED2,1762,17600%$408.8K$331.8K-$76.9K2026-10-14
Transcendent Capital Group LLC
UNCHANGED2,0952,09500%$393.5K$319.4K-$74.1K2026-10-28
Elm3 Financial Group, LLC
INCREASED2,0361,826+210+12%$343.0K$310.4K-$32.5K2026-10-07
Valeo Financial Advisors, LLC
UNCHANGED2,0362,03600%$382.3K$310.4K-$72.0K2026-10-08
International Assets Investment Management, LLC
INCREASED1,9591,084+875+81%$189.1K$305.4K+$116.3K2026-11-02
Ascentis Independent Advisors
NEW1,939—+1,939——$295.6K—2026-11-03
Clark Asset Management, LLC
UNCHANGED1,8751,87500%$352.2K$285.9K-$66.3K2026-10-19
Savant Capital, LLC
INCREASED1,8411,816+25+1%$341.0K$280.7K-$60.4K2026-11-06
Washington Trust Co
UNCHANGED1,8141,81400%$340.7K$276.6K-$64.1K2026-10-22
Kraft, Davis & Associates, LLC
UNCHANGED1,8001,80000%$270.8K$232.2K-$38.7K2026-10-21
Western Financial Corp
DECREASED1,7902,029-239-12%$381.1K$272.9K-$108.2K2026-10-14
IFP Advisors, Inc
INCREASED1,789752+1,037+138%$141.2K$272.8K+$131.5K2026-10-16
Williams Jones Wealth Management, Llc.
INCREASED1,7701,500+270+18%$281.7K$269.9K-$11.9K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED1,7251,368+357+26%$257.0K$263.1K+$6.1K2026-11-03
Visionary Horizons, LLC
INCREASED1,6911,664+27+2%$312.7K$258.0K-$54.7K2026-10-22
Greenleaf Trust
UNCHANGED1,5131,51300%$284.2K$230.7K-$53.5K2026-10-29
Certified Advisory Corp
DECREASED1,4611,554-93-6%$291.9K$222.8K-$69.1K2026-10-29
Mascagni Wealth Management, Inc.
UNCHANGED1,4431,44300%$271.0K$220.0K-$51.0K2026-10-23
Parallel Advisors, LLC
INCREASED1,420271+1,149+424%$50.9K$216.5K+$165.6K2026-11-03
Andina Capital Management, LLC
DECREASED1,3591,828-469-26%$343.3K$207.2K-$136.1K2026-10-21
Soltis Investment Advisors LLC
UNCHANGED1,3531,35300%$254.1K$206.3K-$47.8K2026-10-28
Wealthcare Capital Partners, LLC
UNCHANGED1,3451,34500%$252.6K$205.1K-$47.5K2026-10-21
Retirement Planning Group, LLC
DECREASED1,3211,427-106-7%$268.0K$201.4K-$66.6K2026-10-19
Moneco Advisors, LLC
DECREASED1,3201,795-475-26%$337.1K$201.3K-$135.9K2026-11-05
Triumph Capital Management
INCREASED1,02625+1,001+4004%$4.7K$156.4K+$151.7K2026-10-14
CoreCap Advisors, LLC
INCREASED944633+311+49%$118.9K$143.9K+$25.0K2026-10-08
Lanark Financial, Inc.
UNCHANGED92692600%$173.9K$141.2K-$32.7K2026-10-26
Aspect Partners, LLC
UNCHANGED91291200%$171.2K$139.0K-$32.2K2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED78278200%$146.7K$119.1K-$27.6K2026-10-23
MV Capital Management, Inc.
UNCHANGED75075000%$140.9K$114.4K-$26.5K2026-10-29
Private Trust Co NA
UNCHANGED64964900%$121.9K$99.0K-$22.9K2026-10-20
TD Waterhouse Canada Inc.
NEW600—+600——$93.8K—2026-10-16
Armstrong Advisory Group, Inc
NEW507—+507——$77.3K—2026-10-09
Valley National Advisers Inc
UNCHANGED41741700%$78.3K$63.6K-$14.7K2026-10-23
GHP Investment Advisors, Inc.
NEW335—+335——$51.1K—2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED30030000%$56.0K$46.0K-$10.0K2026-11-04
Blue Trust, Inc.
INCREASED248231+17+7%$43.4K$37.8K-$5.6K2026-10-15
First Bancorp, Inc
UNCHANGED22822800%$42.8K$34.8K-$8.1K2026-10-26
Go Invest LLC
INCREASED223218+5+2%$40.9K$34.1K-$6.8K2026-10-09
Simplex Trading, LLC
NEW215—+215——$32.8K—2026-11-04
US Bancorp \de\
DECREASED193229-36-16%$43.0K$29.4K-$13.6K2026-11-05
Farther Finance Advisors, LLC
INCREASED190180+10+6%$33.8K$29.0K-$4.8K2026-10-08
Sage Mountain Advisors LLC
UNCHANGED19019000%$35.7K$29.0K-$6.7K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED16199+62+63%$18.6K$24.5K+$6.0K2026-11-04
Fifth Third Bancorp
DECREASED141259-118-46%$48.6K$21.5K-$27.1K2026-11-05
Larson Financial Group LLC
UNCHANGED12712700%$23.9K$19.4K-$4.5K2026-11-05
Assetmark, Inc
NEW126—+126——$19.2K—2026-10-21
Main Street Group, LTD
UNCHANGED12112100%$22.7K$18.4K-$4.3K2026-10-28
Key FInancial Inc
NEW112—+112——$17.1K—2026-11-02
Caldwell Trust Co
UNCHANGED676700%$12.6K$10.2K-$2.4K2026-10-30
Asset Dedication, LLC
UNCHANGED2200%$376$305-$712026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$188$153-$352026-10-23
Russell Investments Group, Ltd.
UNCHANGED1100%$188$152-$362026-11-06
Nilsine Partners, LLC
CLOSED017,289-17,289-100%$3.2M$0-$3.2M2026-11-02
Ramiah Investment Group
CLOSED012,639-12,639-100%$2.4M$0-$2.4M2026-10-20
Hennion & Walsh Asset Management, Inc.
CLOSED07,170-7,170-100%$1.3M$0-$1.3M2026-10-13
Wellington Shields & Co., LLC
CLOSED04,892-4,892-100%$918.8K$0-$918.8K2026-11-03
FSA Wealth Partners, Inc.
CLOSED03,382-3,382-100%$635.2K$0-$635.2K2026-10-26
MinichMacGregor Wealth Management, LLC
CLOSED02,844-2,844-100%$534.2K$0-$534.2K2026-10-14
Fulcrum Equity Management
CLOSED02,631-2,631-100%$494.1K$0-$494.1K2026-10-21
Focus Financial Network, Inc.
CLOSED02,390-2,390-100%$448.9K$0-$448.9K2026-10-14
Sigma Planning Corp
CLOSED02,368-2,368-100%$444.7K$0-$444.7K2026-10-23
Davenport & Co LLC
CLOSED01,855-1,855-100%$348.4K$0-$348.4K2026-10-14
Wealth Enhancement Advisory Services, LLC
CLOSED01,298-1,298-100%$206.9K$0-$206.9K2026-10-13
Wealth Effects LLC
CLOSED01,200-1,200-100%$225.4K$0-$225.4K2026-10-23
Ritholtz Wealth Management
CLOSED01,200-1,200-100%$225.4K$0-$225.4K2026-11-05
Wedbush Securities Inc
CLOSED01,169-1,169-100%$220.0K$0-$220.0K2026-10-22
Commonwealth Financial Services, LLC
CLOSED01,137-1,137-100%$213.6K$0-$213.6K2026-10-20
Tactive Advisors, LLC
CLOSED01,088-1,088-100%$204.3K$0-$204.3K2026-10-08
Wealth Enhancement Trust Services, Inc.
CLOSED0778-778-100%$146.1K$0-$146.1K2026-10-07
Gilpin Wealth Management, LLC
CLOSED0150-150-100%$28.2K$0-$28.2K2026-10-09
Godsey & Gibb, Inc
CLOSED0140-140-100%$26.3K$0-$26.3K2026-10-14
Davis Capital Management
CLOSED043-43-100%$8.1K$0-$8.1K2026-10-08
Cornerstone Planning Group LLC
CLOSED024-24-100%$3.7K$0-$3.7K2026-10-16
Allworth Financial LP
UNCHANGED000—$29$29$02026-11-06
HighTower Advisors, LLC
N/A—452,067-452,067-100%$84.9M———
Morgan Stanley
N/A—427,456-427,456-100%$80.3M———
Warner Group LLC
N/A—346,221-346,221-100%$65.0M———
Bank of America Corp
N/A—227,087-227,087-100%$42.7M———
Raymond James Financial Inc
N/A—180,087-180,087-100%$33.8M———
UBS Group AG
N/A—147,328-147,328-100%$27.7M———
Northwestern Mutual Wealth Management Co
N/A—121,790-121,790-100%$22.9M———
Captrust Financial Advisors
N/A—118,245-118,245-100%$22.2M———
Two Sigma Investments, LP
N/A—111,300-111,300-100%$20.9M———
Mercer Global Advisors Inc
N/A—104,303-104,303-100%$19.6M———
Royal Bank of Canada
N/A—102,297-102,297-100%$19.2M———
Cetera Investment Advisers
N/A—95,364-95,364-100%$17.9M———
Ameriprise Financial Inc
N/A—83,876-83,876-100%$15.8M———
MML Investors Services, LLC
N/A—81,058-81,058-100%$15.2M———
Osaic Holdings, Inc.
N/A—76,027-76,027-100%$14.3M———
National Bank of Canada
N/A—75,435-75,435-100%$14.2M———
Jones Financial Companies Lllp
N/A—72,117-72,117-100%$12.1M———
Envestnet Asset Management Inc
N/A—69,311-69,311-100%$13.0M———
Members Advisory Group LLC
N/A—67,134-67,134-100%$12.6M———
Advisory Services Network, LLC
N/A—52,037-52,037-100%$9.8M———
Private Advisor Group, LLC
N/A—47,249-47,249-100%$8.9M———
Stifel Financial Corp
N/A—46,122-46,122-100%$8.7M———
D. E. Shaw & Co., Inc.
N/A—39,947-39,947-100%$7.5M———
Rockefeller Capital Management L.P.
N/A—34,117-34,117-100%$6.4M———
Summit Financial, LLC
N/A—34,008-34,008-100%$6.4M———
BFC Planning, Inc.
N/A—27,822-27,822-100%$5.2M———
Arete Wealth Advisors, LLC
N/A—24,913-24,913-100%$4.7M———
Western Wealth Management, LLC
N/A—21,215-21,215-100%$4.0M———
Bawa N Mallick Trust
N/A—20,015-20,015-100%$3.8M———
Triton Financial Group Inc
N/A—17,887-17,887-100%$3.4M———
Principal Securities, Inc.
N/A—17,690-17,690-100%$3.3M———
Quantinno Capital Management LP
N/A—15,534-15,534-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—15,163-15,163-100%$2.8M———
Mission Hills Financial Advisory, LLC
N/A—14,704-14,704-100%$2.8M———
Per Stirling Capital Management, Llc.
N/A—13,948-13,948-100%$2.6M———
Mariner, LLC
N/A—12,168-12,168-100%$2.3M———
Integrated Wealth Concepts LLC
N/A—11,944-11,944-100%$2.2M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,948-10,948-100%$2.1M———
Natixis Advisors, LLC
N/A—10,762-10,762-100%$2.0M———
Qube Research & Technologies Ltd
N/A—9,251-9,251-100%$1.7M———
PFG Investments, LLC
N/A—9,088-9,088-100%$1.7M———
Petra Financial Advisors Inc
N/A—8,891-8,891-100%$1.7M———
&partners
N/A—8,549-8,549-100%$1.6M———
Belpointe Asset Management LLC
N/A—8,487-8,487-100%$1.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,125-8,125-100%$1.5M———
Caprock Group, LLC
N/A—7,975-7,975-100%$1.5M———
EP Wealth Advisors, LLC
N/A—7,542-7,542-100%$1.4M———
Benjamin Edwards Inc
N/A—7,379-7,379-100%$1.4M———
KKM Financial LLC
N/A—7,147-7,147-100%$1.3M———
Carr Financial Group Corp
N/A—6,551-6,551-100%$1.2M———
Harbour Investments, Inc.
N/A—6,528-6,528-100%$1.2M———
First Foundation Advisors
N/A—6,372-6,372-100%$1.2M———
Focus Partners Wealth
N/A—5,958-5,958-100%$1.1M———
Equitable Holdings, Inc.
N/A—5,740-5,740-100%$1.1M———
Janney Montgomery Scott LLC
N/A—5,164-5,164-100%$970.0K———
BlackRock, Inc.
N/A—4,560-4,560-100%$856.5K———
Neuberger Berman Group LLC
N/A—4,323-4,323-100%$811.9K———
NewEdge Advisors, LLC
N/A—4,288-4,288-100%$805.3K———
WNY Asset Management, LLC
N/A—4,165-4,165-100%$782.2K———
Sanctuary Advisors, LLC
N/A—4,054-4,054-100%$761.5K———
Kovack Advisors, Inc.
N/A—3,900-3,900-100%$692.4K———
JPMorgan Chase & Co
N/A—3,889-3,889-100%$692.3K———
Foundations Investment Advisors, LLC
N/A—3,641-3,641-100%$683.9K———
Scientech Research LLC
N/A—3,442-3,442-100%$646.5K———
Susquehanna International Group, LLP
N/A—3,417-3,417-100%$641.8K———
Kintra Wealth, LLC
N/A—3,297-3,297-100%$499.9K———
Peregrine Asset Advisers, Inc.
N/A—3,072-3,072-100%$577.0K———
Whittier Trust Co of Nevada Inc
N/A—2,972-2,972-100%$440.9K———
FMR LLC
N/A—2,955-2,955-100%$555.0K———
Brand Asset Management Group, Inc.
N/A—2,925-2,925-100%$549.4K———
Pacific SUN Financial Corp
N/A—2,922-2,922-100%$548.8K———
Harvest Investment Services, LLC
N/A—2,782-2,782-100%$522.5K———
Tower Research Capital LLC (TRC)
N/A—2,706-2,706-100%$508.2K———
First Trust Advisors LP
N/A—2,595-2,595-100%$487.4K———
World Investment Advisors
N/A—2,403-2,403-100%$430.3K———
BlackDiamond Wealth Management, LLC
N/A—2,348-2,348-100%$334.7K———
Arkadios Wealth Advisors
N/A—2,339-2,339-100%$439.3K———
GTS Securities LLC
N/A—2,310-2,310-100%$433.9K———
Barnes Pettey Financial Advisors, LLC
N/A—2,064-2,064-100%$387.7K———
Greenline Wealth Management LLC
N/A—1,996-1,996-100%$374.9K———
Waverly Advisors, LLC
N/A—1,979-1,979-100%$371.7K———
Regatta Research & Money Management
N/A—1,905-1,905-100%$357.1K———
Cahill Financial Advisors Inc
N/A—1,893-1,893-100%$355.6K———
Concentrum Wealth Management
N/A—1,845-1,845-100%$346.5K———
HighPoint Advisor Group LLC
N/A—1,588-1,588-100%$298.3K———
AE Wealth Management LLC
N/A—1,529-1,529-100%$287.2K———
Kingsview Wealth Management, LLC
N/A—1,435-1,435-100%$269.5K———
Empirical Asset Management, LLC
N/A—1,434-1,434-100%$269.3K———
XTX Topco Ltd
N/A—1,390-1,390-100%$261.1K———
Wells Fargo & Company
N/A—1,271-1,271-100%$238.6K———
Mutual Advisors, LLC
N/A—1,266-1,266-100%$237.8K———
Northern Trust Corp
N/A—1,236-1,236-100%$232.1K———
Global Retirement Partners, LLC
N/A—1,189-1,189-100%$223.3K———
Ausdal Financial Partners, Inc.
N/A—1,136-1,136-100%$213.4K———
Centaurus Financial, Inc.
N/A—1,101-1,101-100%$207.0K———
Drive Wealth Management, LLC
N/A—1,094-1,094-100%$205.4K———
O'shaughnessy Asset Management, LLC
N/A—965-965-100%$181.2K———
Bank of Montreal
N/A—891-891-100%$167.3K———
IFG Advisory, LLC
N/A—543-543-100%$102.0K———
Steward Partners Investment Advisory, LLC
N/A—497-497-100%$93.4K———
Coppell Advisory Solutions LLC
N/A—451-451-100%$1.5M———
Geneos Wealth Management Inc.
N/A—450-450-100%$84.5K———
VSM Wealth Advisory, LLC
N/A—425-425-100%$79.9K———
Aptus Capital Advisors, LLC
N/A—373-373-100%$70.1K———
Orion Capital Management LLC
N/A—300-300-100%$56.3K———
Cheviot Value Management, LLC
N/A—300-300-100%$56.3K———
ST Germain D J Co Inc
N/A—288-288-100%$54.1K———
Luminist Capital LLC
N/A—286-286-100%$53.7K———
Mcguire Capital Advisors Inc
N/A—251-251-100%$47.1K———
Federation des caisses Desjardins du Quebec
N/A—169-169-100%$31.7K———
Nova Wealth Management, Inc.
N/A—69-69-100%$13.0K———
FAS Wealth Partners, Inc.
N/A—60-60-100%$11.3K———
Fiduciary Financial Advisors
N/A—29-29-100%$5.4K———
Founders Financial Alliance, LLC
N/A—20-20-100%$3.8K———
SHP Wealth Management
N/A—6-6-100%$1.1K———
Meramec Financial Planners, LLC
N/A—4-4-100%$495———
Keating Financial Advisory Services, Inc.
N/A—3-3-100%$563———
Showing 258 of 258 institutions